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iShares Core S&P Mid-Cap ETF

2,403 hedge funds and large institutions have $75.4B invested in iShares Core S&P Mid-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 956 increasing their positions, 986 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding

Funds holding: 2,3952,403 (+8)

3% less repeat investments, than reductions

Existing positions increased: 956 | Existing positions reduced: 986

2% less funds holding in top 10

Funds holding in top 10: 365357 (-8)

Holders
2,403
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
357
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$39.1M
Puts
$6.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
2201
Financial Symmetry
North Carolina
$203K
OWM
2202
OneAscent Wealth Management
Alabama
$203K
STCOSD
2203
Sageworth Trust Company of South Dakota
South Dakota
$203K
VAMG
2204
Voisard Asset Management Group
Michigan
$202K
C1AG
2205
Client 1st Advisory Group
Florida
$201K
MWA
2206
Monograph Wealth Advisors
California
$200K
ALWM
2207
Andrews Lucia Wealth Management
California
$200K
SWM
2208
Sterling Wealth Management
Illinois
$200K
CCP
2209
Clarity Capital Partners
California
$200K
CMI
2210
Clare Market Investments
Texas
$200K
WCAMG
2211
Woodard & Company Asset Management Group
North Carolina
$198K
SO
2212
Sierra Ocean
California
$190K
Schroder Investment Management Group
2213
Schroder Investment Management Group
United Kingdom
$189K
SN
2214
Sittner & Nelson
Oregon
$187K
OL
2215
one8zero8 LLC
North Carolina
$185K
LC
2216
Lavaca Capital
Texas
$185K
AGWCA
2217
Annis Gardner Whiting Capital Advisors
Florida
$184K
GA
2218
GoalVest Advisory
New York
$175K
NEWAS
2219
N.E.W. Advisory Services
Wisconsin
$171K
WWM
2220
Wagner Wealth Management
South Carolina
$171K
PSB
2221
Piscataqua Savings Bank
New Hampshire
$169K
EAM
2222
Eukles Asset Management
Ohio
$167K
PWM
2223
Provident Wealth Management
Tennessee
$166K
ECM
2224
Elgethun Capital Management
South Dakota
$164K
SIS
2225
Sound Income Strategies
Florida
$164K